A complete list of active advisors currently associated with Dhyan Capital Management

Warmer can help you find a great advisor at Dhyan Capital Management or one who fits your needs even better.

Dhyan Capital Management provides discretionary asset management and financial planning and consulting services primarily to individual and high‑net‑worth clients, managing approximately $34.5 million in discretionary assets across ten client accounts. Services are delivered through separately managed accounts held at a qualified custodian and through written financial plans or one‑time/as‑needed consultations. The firm follows a value‑oriented, long‑term investment approach informed by fundamental, cyclical and technical analysis, and employs both strategic and tactical asset allocation while accommodating client‑specific restrictions. Portfolio implementation may include margin, short sales and option strategies, and accounts are managed on a discretionary basis with at least quarterly reviews. Notably, Dhyan Capital Management regularly uses borrowing (margin) and derivatives, including option writing, within separately managed accounts—practices that are uncommon among solo independent advisers. The firm requires custody at a specified institutional broker‑dealer for execution and operational support, discloses conflicts tied to retirement account rollover recommendations, and leaves proxy voting to clients.

To learn more about the advisors currently working at Dhyan Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.